Consilio Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Consilio Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.59M	Buy	110,476 +95,512	+638%	+$4.8M	1.34%	18
2026 Q1	$747K	Buy	14,964 +4,539	+44%	+$229K	0.22%	41
2025 Q4	$524K	Buy	+10,425	New	+$525K	0.15%	48
2025 Q2	–	Sell	-21,493	Closed	-$1.07M	–	89
2025 Q1	$1.07M	Buy	+21,493	New	+$1.08M	0.45%	24
2022 Q4	–	Sell	-49,050	Closed	-$2.36M	–	53
2022 Q3	$2.36M	Buy	+49,050	New	+$2.45M	1.85%	14

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Consilio Wealth Advisors's VTEB Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 638% in Q2 2026, buying an estimated $4.8M and bringing the position to 110,476 shares worth $5.59M. The position accounts for 1.34% of the portfolio, ranked #18.

Consilio Wealth Advisors first reported a position in VTEB in Q3 2022 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Consilio Wealth Advisors held 110,476 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.59M as of Q2 2026.
Consilio Wealth Advisors bought 95,512 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.8M.
Vanguard Tax-Exempt Bond Index Fund made up 1.34% of Consilio Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Consilio Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 5 quarters since.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.